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Pension Fund Management

  • September 1, 2025
  • 639 Views

Product Description

Globetec Asset Managers, a licensed fund manager with a proven track record, recognizes the unique challenges institutional investors face in navigating the ever-changing pension landscape. We understand the importance of complementing your existing Investment Policy Statement (IPS). Our experienced team excels at:

  • Translating Strategy into Action: We translate your strategic investment objectives into tactical asset allocation and portfolio construction, adhering to your risk tolerance and return expectations as defined in your IPS.
  • Active Risk Management: Our robust framework identifies and mitigates potential risks within your IPS parameters.
  • Diversification and Integration: We provide access to a broad spectrum of asset classes and investment vehicles, while seamlessly integrating with your existing systems for efficient data exchange and streamlined management.
ESG Integration for Long-Term Value

Recognizing the growing importance of Environmental, Social, and Governance (ESG) factors, we integrate ESG considerations into our investment processes. This ensures our strategies contribute positively to societal and environmental outcomes while achieving financial performance.
By incorporating sustainable practices, we align our investments with your institution’s values and long-term objectives.

Transparency You Can Trust

Transparency and clear communication are paramount. We provide detailed and comprehensive reporting, tailored to your specific requirements, offering insights into portfolio performance, asset allocation, and market trends. Our commitment to transparency ensures you are always well-informed and confident in our management of your pension
assets.

Partnering for Your Clients Security

We understand that your primary objective is to safeguard your clients’ long-term financial security. By partnering with Globetec, you gain access to a team of seasoned professionals dedicated to implementing your investment strategy with precision and efficiency.

Contact Us Today

Let’s discuss how Globetec’s expertise can complement your existing IPS and empower you to achieve your clients’ long-term retirement goals.

contact us

    11Likes
    FA Steve Nchoe
    Executive Director Strategy and Business Development
    Steve Nchoe is an accomplished professional with over 16 years of experience in the financial services industry. He is currently the Director of Strategy and Business Development at Globetec Asset Managers Limited, where he has been instrumental in achieving optimal returns for clients through strategic sourcing and execution of Fixed Income positions.Steve Plays an Important role of managing various Stakeholders both Locally and internationally.Prior to joining Globetec, Steve held various roles at leading financial institutions, including Dyer and Blair Investment Bank, Old Mutual Securities, NIC Securities, and Securities Africa. Throughout his career, he has honed his expertise in equities trading, Fixed Income investment and trading, and market analysis. Steve holds a Bachelor of Science degree in Computer Science, he is a Certified Trustee and is an ICIFA member.
    FA Steve Nchoe
    Executive Director Strategy and Business Development
    Steve Nchoe is an accomplished professional with over 16 years of experience in the financial services industry. He is currently the Director of Strategy and Business Development at Globetec Asset Managers Limited, where he has been instrumental in achieving optimal returns for clients through strategic sourcing and execution of Fixed Income positions.Steve Plays an Important role of managing various Stakeholders both Locally and internationally.Prior to joining Globetec, Steve held various roles at leading financial institutions, including Dyer and Blair Investment Bank, Old Mutual Securities, NIC Securities, and Securities Africa. Throughout his career, he has honed his expertise in equities trading, Fixed Income investment and trading, and market analysis. Steve holds a Bachelor of Science degree in Computer Science, he is a Certified Trustee and is an ICIFA member.
    FA Sylvia Warugongo
    Senior Portfolio Manager
    Sylvia Warugongo, Senior Portfolio Manager at Globetec Asset Managers Limited, brings over 15 years of expertise in portfolio management, trading, and business development. She excels in designing customized investment solutions, constructing diversified portfolios, and providing insightful reports to clients. Her diverse experience includes leading roles at Securities Africa, Sterling Capital Ltd, and various financial institutions where she consistently demonstrated her ability to drive growth, manage risk, and deliver exceptional results. Sylvia's academic background, including: member of ICIFA, MBA in Finance, and a Bachelor of Commerce degree in Banking and Finance, combined with her extensive industry experience, make her a valuable asset to any organization seeking exceptional investment management expertise.
    FA Sylvia Warugongo
    Senior Portfolio Manager
    Sylvia Warugongo, Senior Portfolio Manager at Globetec Asset Managers Limited, brings over 15 years of expertise in portfolio management, trading, and business development. She excels in designing customized investment solutions, constructing diversified portfolios, and providing insightful reports to clients. Her diverse experience includes leading roles at Securities Africa, Sterling Capital Ltd, and various financial institutions where she consistently demonstrated her ability to drive growth, manage risk, and deliver exceptional results. Sylvia's academic background, including: member of ICIFA, MBA in Finance, and a Bachelor of Commerce degree in Banking and Finance, combined with her extensive industry experience, make her a valuable asset to any organization seeking exceptional investment management expertise.
    Chris Thuku Kariuki
    Investment Dealer
    Christopher Thuku Kariuki, with over 10 years of experience in financial markets, currently excels in Investment dealing at Globetec Asset Managers Limited. He boasts a diverse background, having successfully served as an Investment Dealer, Equities Manager, and Relationship Officer - Equity Trading. His proven track record includes finesse in trade and execution of Equities, Government Securities and Corporate Bonds for Institutional clients, Pricing of these said products and services to the Sales teams in Treasury and Markets as well as following up on settlement. In addition, Chris is also involved in Investment decision-making, portfolio management, market analysis, relationship building, regulatory compliance, and achieving sales targets. Christopher holds valuable certifications such as CISI 2 and a Bachelor's degree in International Business Administration – Finance major.
    Chris Thuku Kariuki
    Investments Dealer
    Christopher Thuku Kariuki, with over 10 years of experience in financial markets, currently excels in Investment dealing at Globetec Asset Managers Limited. He boasts a diverse background, having successfully served as an Investment Dealer, Equities Manager, and Relationship Officer - Equity Trading. His proven track record includes finesse in trade and execution of Equities, Government Securities and Corporate Bonds for Institutional clients, Pricing of these said products and services to the Sales teams in Treasury and Markets as well as following up on settlement. In addition, Chris is also involved in Investment decision-making, portfolio management, market analysis, relationship building, regulatory compliance, and achieving sales targets. Christopher holds valuable certifications such as CISI 2 and a Bachelor's degree in International Business Administration – Finance major.
    Jonathan Wakahe, CFA
    Chief Executive Officer
    Jonathan W. Wakahe, CFA a seasoned financial professional with over 18 years of experience, currently leads as the Chief Executive Officer at Globetec Asset Managers Limited. He possesses extensive expertise in wealth management, portfolio management, investment research, and leadership gained through his diverse roles at renowned institutions. His leadership encompasses formulating strategies, ensuring compliance and operations, and driving business development. Notably, he has successfully managed client relationships for billion-dollar pension fund clienteles and cultivated a strong track record in developing investment strategies, conducting research, and overseeing financial planning and analysis. With his impressive qualifications, including the Chartered Financial Analyst (CFA) designation and various CISI certifications, Mr. Wakahe is a valuable asset.
    Jonathan Wakahe, CFA
    Chief Executive Officer
    Jonathan W. Wakahe, CFA a seasoned financial professional with over 18 years of experience, currently leads as the Chief Executive Officer at Globetec Asset Managers Limited. He possesses extensive expertise in wealth management, portfolio management, investment research, and leadership gained through his diverse roles at renowned institutions. His leadership encompasses formulating strategies, ensuring compliance and operations, and driving business development. Notably, he has successfully managed client relationships for billion-dollar pension fund clienteles and cultivated a strong track record in developing investment strategies, conducting research, and overseeing financial planning and analysis. With his impressive qualifications, including the Chartered Financial Analyst (CFA) designation and various CISI certifications, Mr. Wakahe is a valuable asset.
    Maurice Mukenyi, ACSI
    Research Analyst
    Maurice Mukenyi, a research analyst with expertise in both finance and economic development, leverages his experience at Globetec Asset Managers Limited to analyze data, conduct due diligence, monitor market trends, and provide insightful investment recommendations. He excels in research and reporting, and his prior experience at the State Department for Economic Planning, Monitoring and Evaluation Directorate equips him with a deep understanding of economic development programs and policies. Maurice's commitment to professional development is showcased by his CISI Level 1, Level 2 and Level 3 certifications. His strong academic background in Economics, Finance and Statistics make him a valuable asset to any organization.
    Maurice Mukenyi, ACSI
    Research Analyst
    Maurice Mukenyi, a research analyst with expertise in both finance and economic development, leverages his experience at Globetec Asset Managers Limited to analyze data, conduct due diligence, monitor market trends, and provide insightful investment recommendations. He excels in research and reporting, and his prior experience at the State Department for Economic Planning, Monitoring and Evaluation Directorate equips him with a deep understanding of economic development programs and policies. Maurice's commitment to professional development is showcased by his CISI Level 1, Level 2 and Level 3 certifications. His strong academic background in Economics, Finance and Statistics make him a valuable asset to any organization.
    Jonathan W. Wakahe, CFA
    Chief Executive Officer
    Jonathan W. Wakahe has over 18 years’ experience in asset management, wealth management, and investment research. He is the Chief Executive Officer of Globetec Asset Managers Limited, responsible for overall strategy execution, investment oversight, regulatory compliance, and operational leadership. He has extensive experience managing institutional portfolios and pension fund clients and has led the development and implementation of investment strategies across multiple asset classes. He is a Chartered Financial Analyst (CFA) charter holder and holds additional professional certifications from the Chartered Institute for Securities & Investment (CISI).
    Jonathan W. Wakahe, CFA
    Chief Executive Officer
    Jonathan W. Wakahe has over 18 years’ experience in asset management, wealth management, and investment research. He is the Chief Executive Officer of Globetec Asset Managers Limited, responsible for overall strategy execution, investment oversight, regulatory compliance, and operational leadership. He has extensive experience managing institutional portfolios and pension fund clients and has led the development and implementation of investment strategies across multiple asset classes. He is a Chartered Financial Analyst (CFA) charter holder and holds additional professional certifications from the Chartered Institute for Securities & Investment (CISI).
    Chris Opar
    Independent Director (Chairperson)
    Chris Opar has over 40 years of senior leadership experience across the public sector, private sector, and international development institutions in Sub-Saharan Africa and the Middle East. He has held senior finance and advisory roles at Kenya National Examinations Council, Kenya Re-Insurance Corporation, DANIDA–Kenya, Ernst & Young (South Africa), and the United Nations Development Programme (UNDP), where he served in multiple countries including South Africa, Ghana, Sudan, Jordan, and Germany. He has extensive experience in donor fund management and public sector financial governance. He holds degrees in finance and accounting, an MBA in Corporate Finance, an MSc in Finance and Accounting, and is a Certified Public Accountant (CPA).
    Chris Opar
    Independent Director (Chairperson)
    Chris Opar has over 40 years of senior leadership experience across the public sector, private sector, and international development institutions in Sub-Saharan Africa and the Middle East. He has held senior finance and advisory roles at Kenya National Examinations Council, Kenya Re-Insurance Corporation, DANIDA–Kenya, Ernst & Young (South Africa), and the United Nations Development Programme (UNDP), where he served in multiple countries including South Africa, Ghana, Sudan, Jordan, and Germany. He has extensive experience in donor fund management and public sector financial governance. He holds degrees in finance and accounting, an MBA in Corporate Finance, an MSc in Finance and Accounting, and is a Certified Public Accountant (CPA).
    FA, Sylvia Warugongo
    Non-Executive Director (Vice Chairperson)
    Sylvia Warugongo is an investment management professional with over 15 years’ experience in portfolio management, securities trading, and investment advisory. She has held senior roles at Securities Africa, Sterling Capital Limited, and other financial institutions, where she was responsible for portfolio construction, asset allocation, risk management, and client reporting. She brings strong expertise in managing diversified portfolios and supporting institutional clients. Ms. Warugongo holds an MBA in Finance and a Bachelor of Commerce degree in Banking and Finance and is a member of the Institute of Certified Investment and Financial Analysts (ICIFA).
    FA, Sylvia Warugongo
    Non-Executive Director (Vice Chairperson)
    Sylvia Warugongo is an investment management professional with over 15 years’ experience in portfolio management, securities trading, and investment advisory. She has held senior roles at Securities Africa, Sterling Capital Limited, and other financial institutions, where she was responsible for portfolio construction, asset allocation, risk management, and client reporting. She brings strong expertise in managing diversified portfolios and supporting institutional clients. Ms. Warugongo holds an MBA in Finance and a Bachelor of Commerce degree in Banking and Finance and is a member of the Institute of Certified Investment and Financial Analysts (ICIFA).
    FA, Steve Nchoe
    Executive Director
    Steve Nchoe has over 16 years’ experience in capital markets, with expertise in fixed income investments, equities trading, and strategic business development. He currently serves as Director of Strategy and Business Development at Globetec Asset Managers Limited. Prior to joining Globetec, he held senior roles at Dyer & Blair Investment Bank, Old Mutual Securities, NIC Securities, and Securities Africa. He holds a Bachelor of Science degree in Computer Science, is a Certified Trustee, and is a member of the Institute of Certified Investment and Financial Analysts (ICIFA).
    FA, Steve Nchoe
    Executive Director
    Steve Nchoe has over 16 years’ experience in capital markets, with expertise in fixed income investments, equities trading, and strategic business development. He currently serves as Director of Strategy and Business Development at Globetec Asset Managers Limited. Prior to joining Globetec, he held senior roles at Dyer & Blair Investment Bank, Old Mutual Securities, NIC Securities, and Securities Africa. He holds a Bachelor of Science degree in Computer Science, is a Certified Trustee, and is a member of the Institute of Certified Investment and Financial Analysts (ICIFA).
    Nancy Njai
    Independent Director
    Nancy Njai has over 23 years’ experience in banking, treasury operations, financial markets, and commodities trading. Her background includes senior roles at KCB Group and CFC Bank, where she worked across treasury front office, back office, and asset–liability management functions. She has also served in executive leadership roles within the commodities sector, providing oversight on operations, risk management, compliance, and business growth. Ms. Njai holds a Bachelor of Commerce degree, a Higher Diploma in Marketing, and has undertaken extensive professional training in treasury operations, derivatives, and risk management.
    Nancy Njai
    Independent Director
    Nancy Njai has over 23 years’ experience in banking, treasury operations, financial markets, and commodities trading. Her background includes senior roles at KCB Group and CFC Bank, where she worked across treasury front office, back office, and asset–liability management functions. She has also served in executive leadership roles within the commodities sector, providing oversight on operations, risk management, compliance, and business growth. Ms. Njai holds a Bachelor of Commerce degree, a Higher Diploma in Marketing, and has undertaken extensive professional training in treasury operations, derivatives, and risk management.
    Richard Mundia Kariuki
    Independent Director
    Richard Mundia Kariuki is an Advocate of the High Court of Kenya with over 35 years’ experience in legal practice, corporate governance, and public sector advisory. He is a Lecturer in Law at the University of Nairobi and Managing Partner at Harit Sheth Advocates. He has previously served as a Presidential appointee to the State Corporations Advisory Committee, contributing to reforms in governance, public–private partnerships, and regulatory frameworks. He holds an LLB from the University of Nairobi, an LLM from Columbia University, and a Diploma in Law from the Kenya School of Law.
    Richard Mundia Kariuki
    Independent Director
    Richard Mundia Kariuki is an Advocate of the High Court of Kenya with over 35 years’ experience in legal practice, corporate governance, and public sector advisory. He is a Lecturer in Law at the University of Nairobi and Managing Partner at Harit Sheth Advocates. He has previously served as a Presidential appointee to the State Corporations Advisory Committee, contributing to reforms in governance, public–private partnerships, and regulatory frameworks. He holds an LLB from the University of Nairobi, an LLM from Columbia University, and a Diploma in Law from the Kenya School of Law.
    Anthony M. Munyiri
    Non-Executive Director
    Anthony Munyiri has over 32 years’ experience in the securities and investment industry. He has served as Chairman of the National Social Security Fund (NSSF) Board of Trustees and Chairman of the Kenya Bureau of Standards (KEBS). His executive experience includes serving as Chief Executive Officer of Globetec Asset Managers Limited and Securities Africa Kenya Limited, and Associate Director at Standard Investment Bank. He currently serves as Managing Director of Javans Coffee Limited. He holds undergraduate and postgraduate degrees in management and business administration and has completed executive leadership programmes at Strathmore, IESE, and Harvard Business School.
    Anthony M. Munyiri
    Non-Executive Director
    Anthony Munyiri has over 32 years’ experience in the securities and investment industry. He has served as Chairman of the National Social Security Fund (NSSF) Board of Trustees and Chairman of the Kenya Bureau of Standards (KEBS). His executive experience includes serving as Chief Executive Officer of Globetec Asset Managers Limited and Securities Africa Kenya Limited, and Associate Director at Standard Investment Bank. He currently serves as Managing Director of Javans Coffee Limited. He holds undergraduate and postgraduate degrees in management and business administration and has completed executive leadership programmes at Strathmore, IESE, and Harvard Business School.